Purchases and Sales Made in Q3 2021 in Schwab Strategic Us Tips ETF (SCHP)
This table provides information about the institutional ownership of Schwab Strategic Us Tips ETF (SCHP) during Q3 2021. The information is specifically focused on institutions that hold shares of SCHWAB STRATEGIC US TIPS ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.04MNew |
$563M - $578M
|
9.04M
$236M
|
|
Nov 16, 2021
Q3 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
3.68M+ 4.05% |
$229M - $235M
|
94.4M
$2.46B
|
|
Nov 15, 2021
Q3 2021
|
Temasek Holdings (Private) LTD
Singapore, U0 |
BUY
|
- |
2.41M+ 175.83% |
$150M - $154M
|
3.78M
$98.7M
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
1.36MNew |
$84.7M - $86.9M
|
1.36M
$35.5M
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
917K+ 37.29% |
$57.1M - $58.6M
|
3.38M
$88.1M
|
|
Nov 10, 2021
Q3 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
834KNew |
$51.9M - $53.3M
|
834K
$21.8M
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
732K+ 804.5% |
$45.6M - $46.8M
|
823K
$21.5M
|
|
Nov 10, 2021
Q3 2021
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
574K+ 33.51% |
$35.7M - $36.7M
|
2.29M
$59.7M
|
|
Nov 08, 2021
Q3 2021
|
Next Capital Advisers, Inc.
|
BUY
|
- |
550K+ 20.49% |
$34.3M - $35.2M
|
3.24M
$84.4M
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
504K+ 35.59% |
$31.4M - $32.2M
|
1.92M
$50.1M
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
444KNew |
$27.6M - $28.3M
|
444K
$11.6M
|
|
Jan 20, 2022
Q3 2021
|
Gilbert & Cook, Inc.
|
BUY
|
- |
389K+ 212675.41% |
$24.2M - $24.9M
|
389K
$10.2M
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
345K+ 598.91% |
$21.5M - $22.1M
|
403K
$10.5M
|
|
Nov 12, 2021
Q3 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
322KNew |
$20.1M - $20.6M
|
322K
$8.41M
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
218K+ 85.66% |
$13.6M - $13.9M
|
473K
$12.3M
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
198K+ 1283.3% |
$12.3M - $12.6M
|
213K
$5.56M
|
|
Nov 03, 2021
Q3 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
188K+ 19.6% |
$11.7M - $12M
|
1.15M
$30M
|
|
Nov 30, 2021
Q3 2021
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
175K+ 1101.83% |
$10.9M - $11.2M
|
191K
$4.98M
|
|
Oct 25, 2021
Q3 2021
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
168KNew |
$10.5M - $10.8M
|
168K
$4.4M
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
166K+ 10.57% |
$10.3M - $10.6M
|
1.73M
$45.3M
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
163K+ 475.96% |
$10.1M - $10.4M
|
197K
$5.15M
|
|
Oct 12, 2021
Q3 2021
|
Peak Financial Advisors LLC
|
BUY
|
- |
157KNew |
$9.8M - $10.1M
|
157K
$4.11M
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
156K+ 441.48% |
$9.7M - $9.96M
|
191K
$4.99M
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
143K+ 5.83% |
$8.91M - $9.14M
|
2.6M
$67.7M
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
138K+ 15.65% |
$8.61M - $8.84M
|
1.02M
$26.7M
|
|
Nov 12, 2021
Q3 2021
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
98.2KNew |
$6.11M - $6.27M
|
98.2K
$2.56M
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
96.4K+ 3.25% |
$6M - $6.16M
|
3.06M
$79.9M
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
94.5K+ 23.37% |
$5.88M - $6.04M
|
499K
$13M
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
94K+ 27.64% |
$5.85M - $6M
|
434K
$11.3M
|
|
Nov 12, 2021
Q3 2021
|
Titan Capital Management, LLC
|
BUY
|
- |
93.5KNew |
$5.82M - $5.97M
|
93.5K
$2.44M
|
|
Oct 13, 2021
Q3 2021
|
Friedenthal Financial
|
BUY
|
- |
92.8K+ 120.83% |
$5.77M - $5.93M
|
170K
$4.42M
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
88.6K+ 9.16% |
$5.52M - $5.66M
|
1.06M
$27.6M
|
|
Nov 02, 2021
Q3 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
88.2K+ 54.32% |
$5.49M - $5.64M
|
251K
$6.54M
|
|
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
79.6K+ 11.73% |
$4.95M - $5.08M
|
758K
$19.8M
|
|
Nov 15, 2021
Q3 2021
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
78.3K+ 4.08% |
$4.87M - $5M
|
2M
$52.1M
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
76.2K+ 2.6% |
$4.74M - $4.87M
|
3M
$78.3M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
72.7K+ 74.32% |
$4.53M - $4.65M
|
171K
$4.45M
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
71.8K+ 7.6% |
$4.47M - $4.59M
|
1.02M
$26.5M
|
|
Oct 06, 2021
Q3 2021
|
Cooper Financial Group
|
BUY
|
- |
71.8K+ 1517.15% |
$4.47M - $4.58M
|
76.5K
$2M
|
|
Nov 02, 2021
Q3 2021
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
67.5K+ 1761.9% |
$4.2M - $4.31M
|
71.3K
$1.86M
|
|
Oct 21, 2021
Q3 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
66.6KNew |
$4.15M - $4.26M
|
66.6K
$1.74M
|
|
Nov 03, 2021
Q3 2021
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
65.8K+ 1925.38% |
$4.1M - $4.21M
|
69.3K
$1.81M
|
|
Nov 15, 2021
Q3 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
64.7K+ 60.91% |
$4.03M - $4.13M
|
171K
$4.46M
|
|
Nov 04, 2021
Q3 2021
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
64.5K+ 64.61% |
$4.02M - $4.12M
|
164K
$4.29M
|
|
Dec 13, 2021
Q3 2021
|
Tnf LLC
|
BUY
|
- |
64KNew |
$3.99M - $4.09M
|
64K
$1.67M
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
61.7K+ 25.95% |
$3.84M - $3.94M
|
299K
$7.81M
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
60.1K+ 36.67% |
$3.74M - $3.84M
|
224K
$5.84M
|
|
Nov 19, 2021
Q3 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
59.6KNew |
$3.71M - $3.81M
|
59.6K
$1.55M
|
|
Oct 05, 2021
Q3 2021
|
Mc Adam, LLC
|
BUY
|
- |
58K+ 27.26% |
$3.61M - $3.7M
|
271K
$7.06M
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
54.4K+ 39.11% |
$3.39M - $3.47M
|
193K
$5.05M
|